Tune in as KDV Wealth Management CEO, Dave Hinnenkamp, appears on CNBC
Join us on October 11, 2007 at 8:35am (Central) to hear Dave's expert stock market and economic insight on CNBC's "Squawk On The Street" program. Full Article.
What to do with the collectibles? Incorporate them into your estate plan
Collectibles such as art, antiques, jewelry, stamps, coins and automobiles may make up a significant portion of an estate. To avoid unnecessary estate taxes, administrative and legal fees, and other costs involved in settling an estate, it's smart to incorporate these assets into a charitable giving and estate plan. This article examines planning techniques to incorporate collectibles into an estate plan. Full Article
Trusting your heirs - The ins and outs of an inheritor's trust
Multigenerational trusts have existed for many years, but an inheritor's trust puts a different spin on the age-old strategy: It allows heirs to take control of their future inheritance. This article details how an inheritor's trust lets an individual transfer wealth to future generations.
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All in the family - A GRAT can help transfer ownership in your business to your heirs
When business owners are approaching retirement, they typically want to establish a tax efficient way to transfer ownership in their business to their children while maintaining a significant income stream for themselves. A grantor retained annuity trust (GRAT) could be the answer. This article explains how GRATs work.
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Estate Planning Pitfall - Someone may challenge your durable power of attorney
A durable power of attorney for property allows a trusted individual to handle a broad range of financial transactions after a person's death. But what if a family member may disagree with the person designated as the agent? A relative could challenge a durable power of attorney in court. This short article discusses ways to protect the agent.
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